Fairfield Financial Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$14.3K | – | 166 |
|
|
2024
Q4 | $14.3K | Hold |
50
| – | – | 0.01% | 187 |
|
|
2024
Q3 | $13.4K | Hold |
50
| – | – | ﹤0.01% | 209 |
|
|
2024
Q2 | $13.8K | Buy |
+50
| New | +$13.8K | ﹤0.01% | 194 |
|
|
2023
Q4 | $15.5K | Hold |
50
| – | – | 0.01% | 213 |
|
|
2023
Q3 | $14.3K | Hold |
50
| – | – | 0.01% | 204 |
|
|
2023
Q2 | $16.5K | Hold |
50
| – | – | 0.01% | 205 |
|
|
2023
Q1 | $14.4K | Hold |
50
| – | – | 0.01% | 212 |
|
|
2022
Q4 | $12.9K | Hold |
50
| – | – | 0.01% | 199 |
|
|
2022
Q3 | $10.8K | Hold |
50
| – | – | 0.01% | 208 |
|
|
2022
Q2 | $9.97K | Hold |
50
| – | – | ﹤0.01% | 205 |
|
|
2022
Q1 | $14K | Buy |
+50
| New | +$14K | 0.01% | 203 |
|